technology stocks

For growth investors, technology stocks have certainly been the play of the day - or more aptly the ‘play of the decade’. The Nasdaq 100 Index, widely recognised as...

Having started in funds management right after the ’87 crash, Anton Tagliaferro thought he had a good grip on the business cycle. Economies boom, stock prices go up,...

As a global investor, Ned Bell of Bell Asset Management invests across the board but it’s the small to mid-cap (SMID) space that most excites him. Here he finds a...

Some readers may remember the early days of video games – whether the thrilling chases in Pac-Man or driving along Rainbow Road in Mario Kart. The video game industry...

The digital transformation of the enterprise is a long-term trend which is now accelerating as a direct consequence of the COVID-19 pandemic. Privileged business...

Companies developing products for massive end markets are one of the hottest vectors of opportunity in the market right now. The idea is simple: develop a product or...

Who doesn’t adore the so-called “Comeback Kings”? These are companies that were stuck in a miserable rut and written-off by the market… only to then soar back to...

If there's any sweet spot for a growth investor to be in, it's within an industry booming due to a structural shift in demand for a given product or service. However,...

Increasing competition Since the GFC, global economic growth has been weak, particularly across the developed world, and this is a trend which we expect to...